Mario Gabelli (Trades, Portfolio) sold out 50 stakes in the first quarter, more stakes than he has sold out in any quarter in more than a year.
Gabelli sold his 2,772,957-share stake in Boulder Brands Inc. (BDBD, Financial), a Boulder, Colorado-based food company, for an average price of $11 per share. The transaction had a -0.2% impact on Gabelli’s portfolio.
PRIMECAP Management (Trades, Portfolio) is Boulder’s leading shareholder among the gurus with a stake of 8,670,939 shares. The stake is 14.04% of Boulder’s outstanding shares and 0.1% of PRIMECAP’s total assets.
Boulder has a P/E of 551.5, a forward P/E of 55.3, a P/B of 2.8 and a P/S of 1.4. GuruFocus gives Boulder a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
Boulder Brands sold for $11.03 per share Friday.
The guru sold his 269,322-share stake in StanCorp Financial Group Inc. (SFG, Financial), an insurance and financial services company based in Portland, Oregon, for an average price of $114.49 per share. The deal had a -0.2% impact on Gabelli’s portfolio.
Richard Pzena (Trades, Portfolio) is now StanCorp’s leading shareholder among the gurus with a stake of 173,476 shares. The stake is 0.41% of StanCorp’s outstanding shares and 0.12% of Pzena’s total assets.
StanCorp has a P/E of 23, a forward P/E of 18.4, a P/B of 2.2 and a P/S of 1.7. GuruFocus gives StanCorp a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
StanCorp sold for $114.97 per share Friday.
Gabelli sold his 271,300-share stake in Keurig Green Mountain Inc. (GMCR, Financial), a specialty coffee and coffeemaker company based in Waterbury, Vermont, for an average price of $90.25 per share. The divestiture had a -0.16% impact on Gabelli’s portfolio.
Eric Mindich (Trades, Portfolio) is Keurig Green Mountain’s leading shareholder among the gurus with a stake of 2,579,595 shares. The stake is 1.73% of the company’s outstanding shares and 3.65% of Mindich’s total assets.
Keurig Green Mountain has a P/E of 30.6, a forward P/E of 24.7, a P/B of 5.4 and a P/S of 3.3. GuruFocus gives Keurig Green Mountain a Financial Strength rating of 8/10 and a Profitability and Growth rating of 8/10.
Keurig Green Mountain sold for $91.67 per share Friday.
The guru sold his 810,100-share stake in BioMed Realty Trust Inc. (BMR, Financial), a San Diego-based provider of real estate solutions to the life science community, for an average price of $23.72 per share. The divestiture had a -0.13% impact on Gabelli’s portfolio.
Pioneer Investments (Trades, Portfolio) is now BioMed Realty’s leading shareholder among the gurus with a stake of 625,724 shares. The stake is 0.31% of BioMed Realty’s outstanding shares and 0.06% of Pioneer’s total assets.
BioMed Realty has a P/E of 25.6, a forward P/E of 131.6, a P/B of 1.6 and a P/S of 7.5. GuruFocus gives BioMed Realty a Financial Strength rating of 6/10 and a Profitability and Growth rating of 5/10.
BioMed Realty sold for $23.81 per share Friday.
Gabelli sold his 145,837-share stake in PartnerRe Ltd. (PRE, Financial), an international reinsurance and insurance group, for an average price of $140.18 per share. The divestiture had a -0.13% impact on Gabelli’s portfolio.
Jim Simons (Trades, Portfolio) is PartnerRe’s leading shareholder among the gurus with a stake of 1,330,600 shares. The stake is 2.77% of PartnerRe’s outstanding shares and 0.41% of Simons’ total assets.
PartnerRe has a P/E of 171.4, a forward P/E of 14.8, a P/B of 1 and a P/S of 1.3. GuruFocus gives PartnerRe a Financial Strength rating of 4/10 and a Profitability and Growth rating of 7/10.
PartnerRe sold for $140.52 per share Friday.
Gabelli sol his 434,700-share stake in Diamond Foods Inc. (DMND, Financial), a packaged food company based in Stockton, California, for an average price of $37.42 per share. The divestiture had a -0.11% impact on Gabelli’s portfolio.
Howard Marks (Trades, Portfolio) is Diamond Foods’ leading shareholder among the gurus with a stake of 4,420,859 shares. The stake is 14.02% of Diamond Foods’ outstanding shares and 4.03% of Marks’ total assets.
Diamond Foods has a P/E of 36.1, a forward P/E of 30.3, a P/B of 3.8 and a P/S of 1.4. GuruFocus gives Diamond Foods a Financial Strength rating of 6/10 and a Profitability and Growth rating of 5/10.
Diamond Foods sold for $37.56 per share Friday.
Gabelli sold his 1,410,187-share stake in Wausau Paper Corp. (WPP, Financial), a Mosinee, Wisconsin-based pulp and paper company, for an average price of $10.23 per share. The divestiture had a -0.09% impact on Gabelli’s portfolio.
Paul Tudor Jones (Trades, Portfolio) is now Wausau Paper’s leading shareholder among the gurus with a stake of 566,518 shares. The stake is 1.13% of Wausau Paper’s outstanding shares and 0.16% of Jones’ total assets.
Wausau Paper has a P/E of 146.3, a forward P/E of 19.5, a P/B of 4 and a P/S of 1.4. GuruFocus gives Wausau Paper a Financial Strength rating of 4/10 and a Profitability and Growth rating of 4/10.
Wausau Paper sold for $10.24 per share Friday.
Gabelli sold his 1,542,393-share stake in Furmanite Corp. (FRM, Financial), a Houston-based industrial services company, for an average price of $5.36 per share. The divestiture had a -0.07% impact on Gabelli’s portfolio.
John Rogers (Trades, Portfolio) is Furmanite’s leading shareholder among the gurus with a stake of 1,579,929 shares. The stake is 4.16% of Furmanite’s outstanding shares and 0.13% of Rogers’ total assets.
Furmanite has a P/E of 21.5, a forward P/E of 13.3, a P/B of 1.5 and a P/S of 0.4. GuruFocus gives Furmanite a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
Furmanite sold for $5.58 per share Friday.
Gabelli sold his 187,150-share stake in Dyax Corp. (DYAX, Financial), a biopharmaceutical company, for an average price of $37.98 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.
PRIMECAP Management (Trades, Portfolio) is Dyax’s leading shareholder among the gurus with a stake of 10,482,860 shares. The stake is 7.12% of Dyax’s outstanding shares and 0.4% of PRIMECAP’s total assets.
Dyax has a forward P/E of 1,666.7, a P/B of 18 and a P/S of 55.7. GuruFocus gives Dyax a Financial Strength rating of 7/10 and a Profitability and Growth rating of 5/10.
Dyax sold for $38.41 per share Friday.
Gabelli sold his 307,050-share stake in EZChip Semiconductor Ltd. (EZCH), an Israeli semiconductor company, for an average price of $25.22 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.
Jim Simons (Trades, Portfolio) is EZChip’s only guru shareholder. Simons has a stake of 639,619 shares, which is 2.13% of EZChip’s outstanding shares and 0.03% of Simons’ total assets.
EZChip has a forward P/E of 15.6, a P/B of 2.2 and a P/S of 7.1. GuruFocus gives EZChip a Financial Strength rating of 7/10 and a Profitability and Growth rating of 6/10.
EZChip sold for $25.49 per share Friday.
Gabelli sold his 614,700-share stake in PMC-Sierra Inc. (PMCS), a semiconductor company based in Sunnyvale, California, for an average price of $11.57 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.
Simons is PMC-Sierra’s leading shareholder among the gurus with a stake of 1,511,388 shares. The stake is 0.76% of PMC-Sierra’s outstanding shares and 0.04% of Simons’ total assets.
PMC-Sierra has a P/E of 582.5, a forward P/E of 16.3, a P/B of 3.9 and a P/S of 4.5. GuruFocus gives PMC-Sierra a Financial Strength rating of 9/10 and a Profitability and Growth rating of 7/10.
PMC-Sierra sold for $11.65 per share Friday.
Gabelli sold his 131,000-share stake in Solera Holdings Inc. (SLH), a software company based in Westlake, Texas, for an average price of $54.52 per share. The divestiture had a -0.05% impact on Gabelli’s portfolio.
Meridian Funds (Trades, Portfolio) is Solera Holdings’ leading shareholder among the gurus with a stake of 571,600 shares. The stake is 0.84% of Solera’s outstanding shares and 1.2% of Meridian’s total assets.
Solera has a forward P/E of 17.1 and a P/S of 3.1. GuruFocus gives Solera a Financial Strength rating of 6/10 and a Profitability and Growth rating of 7/10.
Solera sold for $55.84 per share Friday.
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